Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Keep an eye out for upcoming NetSuite events, including meetups, workshops, and webinars. These sessions are a great way to connect with peers, learn from experts, and stay current on the latest NetSuite updates and best practices. Registration links are provided in each event.
SuiteWorld | October 25–28, 2026 | Las Vegas
Registration opens June 9. Be ready when passes drop. Get the green light now - Convince your boss
Registration opens June 9. Be ready when passes drop. Get the green light now - Convince your boss
NSC | Show Customer and Project List
Create a Custom Transaction Line Field with a List/Record Type and is applied to Journal Entry to be able to show the list of Customers and Projects on a Journal Entry.
Note that this is also applicable to other Transactions desired.
1. Navigate to Customization > Lists, Records, & Fields > Transaction Line Fields > New
2. Label: Enter Label
Example: Customer/Projects
3. Type: Select List/Record
4. List/Record: Select Entity
5. Store Value: Enter Checkmark
6. Click Applies To
○ Journal: Enter Checkmark
7. Click Sourcing & Filtering
○ Filter Using: Select Type
○ Compare Type: Select equal
○ Value is: Select Customer and Job
8. Click Save
As we can see on the steps, the
Tagged:
0